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INSIGHTS THAT MATTER

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The Road To Recovery

Published Nov 3, 2020

The much-needed festive cheer, in this difficult year, is upon us and India bent the Covid19 curve, as well as corporate India is delivering better than expected earnings for the past quarter. However, parts of the world continue to grapple with the pandemic and its consequences. Europe’s second wave figures far exceed the first wave…

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The Unreality of Uncertainty

Published Nov 2, 2020

• A range of possible outcomes of US elections has the markets on edge • A Biden win with a Democrat Senate still the most likely outcome – but there is no certainty • A Trump win is an improbable but possible outcome • Europe back into lockdowns – waiting for policy makers to respond…

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Is it the Blue Wave or the Next Big Short?

Published Oct 26, 2020

• US long-dated bond yields rise • Hopes for a blue wave – Biden presidency and Democrats taking the Senate • However hopes for a large fiscal package may not warrant a prolonged rise in rates • The oil sector is a stand out underperformer that may have hopes of better times • Market starts…

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Picking Over the Laggards

Published Oct 19, 2020

• Markets have a positive bias, but global growth has lost momentum • Markets still reluctant to fully discount an emphatic Biden win • A Biden win and a vaccine by the end of year could propel risk markets higher • We search through the serial laggards to see where a bounce is possible •…

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